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R Squared’s Otis Worldwide OTIS Stock Holding History

R Squared’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Sell
2,623
-14,841
-85% -$1.3M 0.11% 314
2025
Q4 		$1.53M Buy
17,464
+5,749
+49% +$514K 0.71% 21
2025
Q3 		$1.07M Buy
11,715
+537
+5% +$48.7K 0.46% 43
2025
Q2 		$1.11M Buy
11,178
+6,338
+131% +$612K 0.61% 37
2025
Q1 		$499K Buy
4,840
+4,310
+813% +$421K 0.53% 50
2024
Q4 		$49.1K Buy
+530
New +$53.1K 0.05% 501

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

R Squared's OTIS Position: Q1 2026 in Review

R Squared reduced its Otis Worldwide (OTIS) stake by 85% in Q1 2026, selling an estimated $1.3M and leaving 2,623 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #314.

R Squared first reported a position in OTIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2025. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • R Squared held 2,623 shares of Otis Worldwide worth $202K as of Q1 2026.
  • R Squared sold 14,841 Otis Worldwide shares in Q1 2026, an estimated $1.3M.
  • Otis Worldwide made up 0.11% of R Squared's portfolio in Q1 2026, its #314 holding.
  • R Squared first reported a position in Otis Worldwide in Q4 2024 and has held it in 6 quarters since.
  • R Squared's Otis Worldwide position peaked at $1.53M in Q4 2025.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.